Requirements Plus Payments Plus Email Plus Batch Plus Charts Plus Tax Status Plus Reminders Plus CGS Plus Watchlists Plus

GIFTS Watchlists Plus^New! - Double check your information for compliance issues through GIFTS
Feel confident knowing your information has been verified against global watch lists.

• Automated Compliance Scanning - Automates the process of list checking for compliance with OFAC and counter-terrorism laws such as: The USA Patriot Act and Executive Order 13224
• GIFTS Records are Verified - Information is verified against global watch lists and will return any “hits” back to GIFTS for processing
• Audit Trail - All records are screened and results returned is available

GIFTS Requirements Plus - Data Management Tool replacing manual/tedious tasks
Stop having to repeat all of those tedious, manual steps when you have to change or assign grant requirements. Do it all with a few simple clicks.

• Schedule Requirements - Schedule requirements on-demand & in-batch to meet your specific search criteria at ANY STAGE IN YOUR WORKFLOW
• Schedule Payment Contingencies Automatically - Schedule payment requirements and make the payment contingent for a number of records ALL AT ONCE
• Delete Requirements in Batch - Keep your database information updated/correct and improve staff productivity by deleting groups of requirements no longer valid.

GIFTS Payments Plus - Gain increased flexibility in payment scheduling
Have more control over your payment schedules for pending or approved requests.

• On-Demand Payment Scheduler - Create payment schedules for Pending and Approved Requests.
• Update Existing Payment Schedules - Change the payment schedule for a Request from a single screen
• Batch Processing of Payment Schedules - Create payment schedules for batches of Requests in a single screen
• Increase Your Flexibility in Payment Scheduling - Base payment amounts on percentage of grant amount, schedule payments outside of the start or end date of a grant, and specify whether payments that fall on a weekend are moved to a weekday.

GIFTS Email Plus - Send email blasts with attachments to any of your contacts, even your staff
With a few clicks you can email unlimited contacts, and send attachments with your email in GIFTS!

• Attachments - Extends GIFTS ad-hoc email by allowing you to include GIFTS documents in emails as attachments
• Unlimited Contacts - Easily "cc" staff, and email to unlimited contacts
• Added Flexibility - Access and add external documents (non-GIFTS)

GIFTS Batch Plus - Alter multiple records in a single step
*This is a MUST-HAVE for anyone using GIFTS - it will cut your work time in half.
Create or change codes in batches. Database updates and modifications can be handled in one simple action.

• Assign Staff - Change or add staff associated with request records
• Modify Request Type - Change the request type for approved or pending requests
• Modify or Change Project Description - Ability to append (beginning or end) or overwrite project descriptions for selected records.
• Assign Meeting Date - Ability to assign/change and remove meeting dates from specific records

GIFTS Charts Plus - Transform GIFTS data into presentation ready charts/graphs
Slice and dice the data just the way you want. You can build professional, presentation ready charts and graphs with just a few clicks.

• Create Charts - create dramatic and colorful charts with the information in your GIFTS
• Visual Aid - Side by side charts that present requests and payments through the charting of multiple data value.

GIFTS Tax Status Plus - Look-Up, Verify & Update an organization's status with the IRS/CRA
Be able to verify an organization's exempt status against the IRS and Canada Revenue Agency Databases.

• Organization Look-Up - Be able to look-up, verify an organizations tax status with the IRS and the Canada Revenue Agency and add that information to GIFTS in just a few clicks
• Preference Setting - Be in charge of settings which allow you to specify which fields need to be updated, and how it will update in GIFTS
• Audit Trail - Keep a record of tax status changes in GIFTS

GIFTS Reminders Plus - Email reminders can be automatically sent to grantees and staff
Never forget another deadline again. With Reminders Plus, you have the ability to create reminder emails that will be sent automatically by your GIFTS system.

• Email Reminders - Automatically sends emails to staff and/or grantees about upcoming or overdue requirements or activities.
• Automated Emails - Reminders are based on the date of the requirement or activity record in GIFTS

GIFTS CGS Plus - The Corporate Giving Standard (CGS) is an intuitive online data collection, reporting, and benchmarking system designed specifically for corporate philanthropy measurement
Members of the CECP can use GIFTS CGS Plus as it is an Excel template which links directly to GIFTS, using existing saved searches to extract the requisite data for the Corporate Giving Standard Survey Report (CGS).

• Fill Out the CGS Survey - CGS Plus is designed to help CECP members quickly and efficiently pull data from GIFTS
• Automated Calculations - CGS Plus helps you avoid mathematical errors
• Create Instant 'Snapshots' - Track your giving throughout the year

*The development, release, and timing of any features or functionality described for our products remains at MicroEdge's sole discretion

Requirements:

• GIFTS 6
• Same operating system requirements for GIFTS, please visit the MicroEdge Solutions Knowledgebase for more information on GIFTS systems requirements.
• GIFTS .NET framework installed and configured on workstations accessing the applications.